IOT

In the past six months, Samsara's stock has experienced fluctuations, decreasing approximately 50% from its all-time high due to broader multiple compression, despite strong operational performance. A strong Q4 FY26 earnings report led to a +20% increase in the stock price. However, the stock has since faced pressure from indiscriminate selling in the software sector, market volatility, and competition. Analysts have maintained a "Moderate Buy" consensus rating with an average price target of $46.18. Significant insider selling has been observed, with co-founders and other insiders offloading millions of shares. Vanguard Group Inc. increased its stake by 11.5% in Q4 2025.